ISHARES TR's ticker is USMV and the CUSIP is 46429B697. A total of 1,120 filers reported holding ISHARES TR in Q2 2023. The put-call ratio across all filers is 0.40 and the average weighting 0.9%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $411,080 | -84.2% | 5,679 | -83.8% | 0.36% | -80.3% |
Q2 2023 | $2,606,795 | +735.9% | 35,071 | +718.1% | 1.81% | +581.5% |
Q1 2023 | $311,843 | -22.3% | 4,287 | -23.0% | 0.26% | -20.4% |
Q4 2022 | $401,545 | +9.4% | 5,569 | +0.2% | 0.33% | -14.6% |
Q3 2022 | $367,000 | -10.5% | 5,557 | -4.8% | 0.39% | +21.9% |
Q2 2022 | $410,000 | -40.6% | 5,838 | -44.6% | 0.32% | -30.1% |
Q3 2021 | $690,000 | -7.0% | 10,541 | +4.6% | 0.46% | +1.6% |
Q2 2021 | $742,000 | -52.3% | 10,079 | -56.0% | 0.45% | -65.2% |
Q4 2020 | $1,557,000 | -10.9% | 22,932 | -20.5% | 1.30% | -19.3% |
Q3 2020 | $1,748,000 | 0.0% | 28,837 | 0.0% | 1.60% | 0.0% |
Q2 2020 | $1,748,000 | -99.9% | 28,837 | -3.6% | 1.60% | +6.3% |
Q1 2020 | $1,643,269,000 | -2.5% | 29,910 | +16.4% | 1.51% | +3.1% |
Q4 2019 | $1,686,081,000 | +328570.8% | 25,686 | +288.5% | 1.46% | +410.1% |
Q1 1987 | $513,000 | – | 6,611 | – | 0.29% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Stuart Chaussee & Associates, Inc. | 2,011,232 | $128,920,000 | 77.48% |
Shelter Ins Retirement Plan | 1,717,600 | $110,098,000 | 56.20% |
Legacy Financial Advisors, Inc. | 1,897,861 | $121,653,000 | 40.44% |
Tolleson Wealth Management, Inc. | 1,034,068 | $66,284,000 | 36.12% |
DOW CHEMICAL CO /DE/ | 2,024,319 | $129,759,000 | 28.94% |
Financial Advisors, LLC | 697,153 | $44,688,000 | 27.39% |
VisionPoint Advisory Group, LLC | 1,393,849 | $89,248,000 | 24.46% |
Personal Wealth Partners | 732,333 | $46,943,000 | 21.67% |
ARS Wealth Advisors, LLC | 1,038,753 | $66,584,000 | 21.17% |
Sharkey, Howes & Javer | 704,274 | $45,144,000 | 19.46% |